VMAX vs IBII
Comparison between HARTFORD US VALUE ETF (VMAX, ETF) and ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF).
VMAX vs IBII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VMAX
$49M
IBII
$49M
Expense Ratio
VMAX
0.29%
Winner
IBII
0.10%
Max Drawdown
VMAX
19.86%
Winner
IBII
6.05%
Sharpe Ratio
Winner
VMAX
1.78
IBII
-0.53
5Y Beta
VMAX
0.82
Winner
IBII
0.03
P/E Ratio
VMAX
14.73
IBII
N/A
Forward P/E
VMAX
13.17
IBII
N/A
PEG Ratio
VMAX
0.21
IBII
N/A
5Y EPS CAGR
VMAX
16.55%
IBII
N/A
Debt to Equity
VMAX
-20.18%
IBII
N/A
P/S Ratio
VMAX
1.43
IBII
N/A
P/B Ratio
VMAX
2.35
IBII
N/A
VMAX vs IBII - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VMAX
+3.09%
IBII
+0.83%
3M
Winner
VMAX
+7.97%
IBII
+0.11%
6M
Winner
VMAX
+14.74%
IBII
+0.15%
1Y
Winner
VMAX
+27.12%
IBII
+2.17%
Max(CAGR)
Winner
VMAX
+22.61%
IBII
+5.57%
VMAX vs IBII - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | VMAX | IBII |
|---|---|---|
| 2026 | +20.06% | +1.62% |
| 2025 | +15.61% | +8.61% |
| 2024 | +15.56% | +1.41% |
| 2023 | +6.98% | +4.83% |
VMAX vs IBII Drawdown Comparison
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The current VMAX drawdown is -0.32%. The current IBII drawdown is -0.64%.
| Rank | VMAX | IBII |
|---|---|---|
| #1 | -19.05% Nov 25, 2024 - Aug 13, 2025 | -4.64% Oct 1, 2024 - Mar 28, 2025 |
| #2 | -6.66% Jul 31, 2024 - Aug 23, 2024 | -3.35% Apr 3, 2025 - Jun 26, 2025 |
| #3 | -5.67% Mar 28, 2024 - Jul 15, 2024 | -3.23% Feb 1, 2024 - Jun 18, 2024 |
| #4 | -4.93% Nov 12, 2025 - Nov 28, 2025 | -2.94% Sep 22, 2023 - Nov 3, 2023 |
| #5 | -4.51% Aug 30, 2024 - Sep 19, 2024 | -1.98% Feb 27, 2026 - Apr 24, 2026 |
| #6 | -4.41% Feb 20, 2026 - Apr 8, 2026 | -1.79% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -3.45% Oct 8, 2025 - Oct 27, 2025 | -1.66% May 11, 2026 - Jun 23, 2026 |
| #8 | -3.13% Oct 17, 2024 - Nov 6, 2024 | -1.18% Nov 8, 2023 - Nov 14, 2023 |
| #9 | -2.53% Jan 8, 2024 - Jan 25, 2024 | -1.16% Aug 5, 2024 - Aug 21, 2024 |
| #10 | -2.50% Jul 16, 2024 - Jul 31, 2024 | -1.04% Oct 22, 2025 - Feb 9, 2026 |
| #11 | -2.26% Dec 11, 2025 - Dec 24, 2025 | -0.99% Jul 17, 2024 - Jul 31, 2024 |
| #12 | -2.26% Oct 27, 2025 - Nov 12, 2025 | -0.91% Jun 20, 2024 - Jul 5, 2024 |
| #13 | -2.19% Jan 6, 2026 - Jan 26, 2026 | -0.90% Sep 10, 2025 - Oct 21, 2025 |
| #14 | -1.91% Feb 9, 2026 - Feb 20, 2026 | -0.76% Nov 20, 2023 - Nov 28, 2023 |
| #15 | -1.82% Feb 12, 2024 - Feb 15, 2024 | -0.65% Nov 14, 2023 - Nov 20, 2023 |
Correlation
Correlation between VMAX and IBII is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
VMAX vs IBII dividend yield comparison.
| Year | VMAX | IBII |
|---|---|---|
| 2026 | 0.79% | 2.82% |
| 2025 | 2.14% | 4.80% |
| 2024 | 1.95% | 4.76% |
| 2023 | 0.00% | 1.11% |
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